Filing Research | TOUCHSTONE ULTRA SHORT INCOM Institutional Holdings

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13F - Institutional holdings explorer

Snapshot holdings

12 / 12 loaded

#		Instrument	quantity
1	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	2.6MSH	$64.7M
2	FFG RETIREMENT ADVISORS LLC	Shares	192.8KSH	$4.9M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	104.0KSH	$2.6M
4	Cornerstone Wealth Management, LLC	Shares	66.5KSH	$1.7M
5	Total Clarity Wealth Management, Inc.	Shares	56.6KSH	$1.4M
6	Madison Park Capital Advisors, LLC	Shares	22.7KSH	$1.3M
7	PUFF WEALTH MANAGEMENT, LLC	Shares	42.7KSH	$1.1M
8	Brookwood Investment Group LLC	Shares	40.9KSH	$1.0M
9	Wealthcare Advisory Partners LLC	Shares	21.2KSH	$535.1K
10	Guilbault Capital LLC	Shares	13.2KSH	$334.1K
11	TECTONIC ADVISORS LLC	Shares	9.1KSH	$230.0K
12	J. M. Brown & Associates Inc.	Shares	8.2KSH	$206.7K

Manager changes2026-06-30 vs 2026-03-31

12 / 12 loaded

#		Instrument
1	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added	Shares	+230.5K	+$5.7M	$64.7M
2	FFG RETIREMENT ADVISORS LLC added	Shares	+77.7K	+$2.0M	$4.9M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+42.4K	+$1.1M	$2.6M
4	Wealthcare Advisory Partners LLC new	Shares	+21.2K	+$535.1K	$535.1K
5	Madison Park Capital Advisors, LLC trimmed	Shares	-13.8K	+$349.8K	$1.3M
6	Total Clarity Wealth Management, Inc. added	Shares	+13.0K	+$326.6K	$1.4M
7	Brookwood Investment Group LLC added	Shares	+11.1K	+$277.9K	$1.0M
8	Cornerstone Wealth Management, LLC added	Shares	+6.6K	+$164.1K	$1.7M
9	Opal Wealth Advisors, LLC exited	Shares	-861	-$21.8K	$0
10	Guilbault Capital LLC trimmed	Shares	-7.1K	-$181.6K	$334.1K
11	TECTONIC ADVISORS LLC trimmed	Shares	-9.4K	-$237.5K	$230.0K
12	Summit Financial Strategies, Inc. exited	Shares	-11.4K	-$287.6K	$0

Filing Research | TOUCHSTONE ULTRA SHORT INCOM Institutional Holdings